Financial Specialist: Help Members Achieve Financial Goals

UW Credit Union; Verona (WI); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

PTO

Caregiver leave

Parental leave

Volunteer time

Paid holidays

401k match

Bonus potential

Health plan

Job summary

UW Credit Union is hiring Financial Specialists (Personal Bankers) to deliver remarkable service for members in the Madison area. The first 12 weeks focus on onboarding and training, with a January 4, 2027 class start.

The role emphasizes learning member needs, education, and consultative product recommendations to help members reach financial goals and dreams. You’ll guide members through opening accounts, loans, and planning for retirement, while serving as a mentor to others and collaborating

Qualifications

• 3+ years of customer service and/or consultative sales experience.
• Demonstrated analytical, accuracy and problem-solving skills.
• Ability to learn a wide range of knowledge and continue to learn and develop your skill-set in a robust feedback environment.
• Strong verbal and written interpersonal communication skills.
• Ability to develop and maintain positive relationships and provide top-notch service.
• Demonstrated experience being flexible, adaptable, coachable, and collaborative in an autonomous and constantly changing work environment.
• Natural skill-set to lead and influence others.
• Proficiency with personal computer and office software.
• Must obtain and maintain Notary Public certification in accordance with state requirements.

Responsibilities

• Start the day at your assigned branch location and meet with your team for a morning huddle to discuss updates and goals for the day.
• Greet members as they enter the branch and be a resource to our members.
• Meet with members to learn about their financial goals and educate them on financial products and services.
• Open up accounts, complete loan applications, answer member questions, and handle transactions.
• Join the weekly 8:00 a.m. team meeting to learn about team updates, branch news, and new products.
• Understand all credit union products and services through training and self-guided learning tools.
• Call members to check-in and follow-up on new account activity.
• Partner with team members to meet the goals for product sales and referrals.
• Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists.
• Handle escalations to effectively address critical member needs and concerns.

Skills

Customer service

Consultative sales

Analytical skills

Communication skills

Notary Public

PC proficiency

Leadership

Adaptability

Relationship building

Problem solving

Tools

Office software

Job description

UW Credit Union is hiring Financial Specialists (Personal Bankers) to deliver remarkable service for members in the Madison area. The first 12 weeks focus on onboarding and training, with a January 4, 2027 class start.

The role emphasizes learning member needs, education, and consultative product recommendations to help members reach financial goals and dreams. You’ll guide members through opening accounts, loans, and planning for retirement, while serving as a mentor to others and collaborating